Client Service Operations
Recently I relocated from Bloomington, Illinois to marry and start this exciting journey with my husband.
I grew up as an analytical, detailed-oriented thinker which led me to pursue a Bachelor of Science in Accounting from Southern Illinois University, Edwardsville. Achieved my Certified Public Accountant (CPA) license in 2017 and instantly began working for a major US insurance company. Most of my work experience since then has been in preparation of financial statements, forecasting, budgeting, and regulatory reporting.
My role in Client Service Operations, at Stephens Planning, is very rewarding and enjoyable because of the purpose and value experienced when we are providing positive impacts to our client’s lives, through the financial services we provide.